Purchases and Sales Made in Q3 2022 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 1000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
673+ 19.79% |
$133K - $160K
|
4.07K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
657+ 15.78% |
$130K - $156K
|
4.82K
$1.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
651+ 0.35% |
$128K - $155K
|
186K
$59.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
649+ 11.89% |
$128K - $154K
|
6.11K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
642+ 3.34% |
$127K - $153K
|
19.9K
$6.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
642+ 10.35% |
$127K - $153K
|
6.84K
$2.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
632+ 10.53% |
$125K - $150K
|
6.63K
$2.12M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
631+ 6.29% |
$125K - $150K
|
10.7K
$3.41M
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
626+ 1.66% |
$124K - $149K
|
38.4K
$12.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
613New |
$121K - $146K
|
613
$196K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
608+ 1.75% |
$120K - $144K
|
35.4K
$11.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
589New |
$116K - $140K
|
589
$188K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
554+ 16.04% |
$109K - $132K
|
4.01K
$1.28M
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
544+ 25.58% |
$107K - $129K
|
2.67K
$853K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
531+ 43.14% |
$105K - $126K
|
1.76K
$563K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
507+ 12.88% |
$100K - $120K
|
4.44K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
503+ 13.47% |
$99.3K - $120K
|
4.24K
$1.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 56.5% |
$98.7K - $119K
|
1.39K
$443K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
487+ 6.27% |
$96.1K - $116K
|
8.25K
$2.64M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
486+ 2.45% |
$95.9K - $115K
|
20.4K
$6.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
464+ 3.07% |
$91.6K - $110K
|
15.6K
$4.97M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
454+ 6.52% |
$89.6K - $108K
|
7.42K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
453+ 3.13% |
$89.4K - $108K
|
14.9K
$4.77M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
450+ 0.9% |
$88.8K - $107K
|
50.4K
$16.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
448+ 3.83% |
$88.4K - $106K
|
12.1K
$3.88M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
444+ 0.21% |
$87.6K - $106K
|
211K
$67.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
442+ 17.6% |
$87.2K - $105K
|
2.95K
$944K
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
441+ 0.82% |
$87K - $105K
|
54.2K
$17.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
440+ 1.34% |
$86.8K - $105K
|
33.2K
$10.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
422+ 40.31% |
$83.3K - $100K
|
1.47K
$469K
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
415+ 0.96% |
$81.9K - $98.6K
|
43.5K
$13.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
414New |
$81.7K - $98.4K
|
414
$132K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
413+ 22.77% |
$81.5K - $98.1K
|
2.23K
$712K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
410+ 3.8% |
$80.9K - $97.4K
|
11.2K
$3.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
406+ 75.46% |
$80.1K - $96.5K
|
944
$302K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
400+ 66.67% |
$78.9K - $95.1K
|
1K
$320K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
392+ 0.18% |
$77.4K - $93.2K
|
217K
$69.5M
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
390+ 9.73% |
$77K - $92.7K
|
4.4K
$1.41M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
368+ 5.32% |
$72.6K - $87.4K
|
7.28K
$2.33M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
355+ 1.11% |
$70.1K - $84.4K
|
32.3K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
346+ 5.25% |
$68.3K - $82.2K
|
6.94K
$2.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
339+ 2.92% |
$66.9K - $80.6K
|
11.9K
$3.81M
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
318+ 13.54% |
$62.8K - $75.6K
|
2.67K
$852K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
310+ 4.42% |
$61.2K - $73.7K
|
7.32K
$2.34M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
299+ 0.66% |
$59K - $71.1K
|
45.8K
$14.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
296+ 0.27% |
$58.4K - $70.3K
|
111K
$35.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
292New |
$57.6K - $69.4K
|
292
$93.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
290New |
$57.2K - $68.9K
|
290
$92.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
278+ 24.26% |
$54.9K - $66.1K
|
1.42K
$455K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
276+ 10.15% |
$54.5K - $65.6K
|
2.99K
$957K
|